Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Ivan Hutchings CFPCM of Adrian Smith and Partners, West Midlands.
Thursday, 15 August 2013 13:32

Technical Update: Income Drawdown

Written by
The annuity market in the US has declined as more people move towards more flexible retirement options such as income drawdown but will the same happen here? Some experts seem to think so. Baby boomers starting to enter retirement in the UK will herald an unprecedented boom in demand for income drawdown, believes Standard Life's Alastair Black.
Nicola Coates CFPCM from Turcan Connell advises a middle-aged couple on the tax planning and investment options open to them on the death of the husband's father. It's a bequest that requires careful handling.
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This month we talk to Noel Farrelly FIFP CFPCM from Index Wealth Management in the West Midlands.
Thursday, 15 August 2013 12:48

Cover feature: Wrap and platform survey

Written by
Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Tuesday, 23 July 2013 15:33

Technical Update: Investment advice Gamma

Written by
Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk.
Tuesday, 23 July 2013 15:26

Cover feature: Future of the Sipps sector

Written by
Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton.
David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.
Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.
Tuesday, 25 June 2013 11:30

News analysis: Post-RDR survey

Written by
Bruce Moss from eValue FE reviews the RDR and explains why there are already problems looming just six months into the new regime.
Page 6 of 12
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/